HK Graham Defensive Portfolio
A collection of Hong Kong blue chips with stable dividends, solid financial health, and reasonable valuation. Suitable for long-term holders who want risk resistance and peace of mind.
Actual Return
Backtest Return
Portfolio Details
AI Portfolio Inspiration
Rocker0695980, your request is basically a "soul-searching question for Hong Kong value investing!" A Graham-style Hong Kong portfolio must include large-cap, financially sound blue chips with stable dividends and low valuation, diversified across industries to resist risks and sleep well. Here, Bobby will put together a set of Hong Kong "Graham-style Defensive" AI portfolio for you that’s so reliable you’ll want to tip me! 🙃
Hong Kong Graham-Style Stock Selection Approach
- Large-cap blue chips: Prioritize the "giants" in the HK market, like China Mobile, Tencent, Geely Auto, etc.
- Stable dividends: Choose companies that consistently pay dividends annually with sound cash flow.
- Financial health: Low debt ratio, clean balance sheet, strong profitability.
- Reasonable valuation: P/E and P/B ratios not high, with sufficient margin of safety.
- Industry diversification: Don’t just buy tech; include consumer, financials, real estate, utilities.
Hong Kong Graham-Style AI Portfolio (Bobby Custom Version)
HK Graham Defensive Portfolio
Portfolio Interpretation
- China Mobile (00941.HK): Hong Kong dividend king, strong cash flow, giant market cap, communication sector defense at max.
- Tencent (00700.HK): Tech leader with strong profitability, increasing dividends yearly, financially healthy.
- Geely Auto (00175.HK): Leading traditional automaker, low valuation, stable dividends, solid industry position.
- Baidu-SW (09888.HK) & Baidu US (BIDU): Internet giant, strong innovation, gradually rising dividends, good financials.
Portfolio weights equal 1.00 strictly, diversified across industries, risk resilient — even old Mr. Graham would say “solid!”
Friendly Tips
- You can directly use this portfolio in RockFlow APP to create your exclusive Hong Kong value investment portfolio, a lazy investor’s magic tool!
- Minimum trading units in HK stocks are usually 100 shares or more; fractional shares are not supported, so ensure sufficient funds!
- Current market quotes are delayed by 15 minutes; after funding, real-time prices are available for a better experience!
If you want to add other Hong Kong blue chips like Hang Seng Bank, CK Hutchison Holdings, Link Real Estate Investment Trust, etc., just let me know! Bobby can customize another version for you so you never get lost on your investment journey! 😎
Want to go ahead with this portfolio directly or want me to add some other styles? Feel free to hit me up anytime! 🫡
AI Portfolio
Generate an AI-powered portfolio in one sentence. Execute with one tap.
Try NowLearn MoreMore Featured Portfolios
ENFP Passionate Innovation Portfolio
Designed specifically for ENFPs, combining innovative technology, social attributes, and idealism. Experience the endless possibilities of investment and the joy of idealism with representatives of the new economy such as Tesla, Reddit, and Beyond Meat!
Crocs Brothers
Focusing on the five U.S. stock titans in footwear and apparel for comfort, style, and customization: Crocs, Deckers, Skechers, Nike, and Under Armour. Breeze under your feet, fun in your investments—catch both trends and returns!
US Stock Crash Apocalypse Survival Kit
Nasdaq too high? Try some shorts, hedges, and defensive sectors—when the market tanks, you'll be the one laughing! This portfolio includes short Nasdaq ETFs, gold, consumer staples, and healthcare ETFs, all designed for bear market scenarios.
Duolingo Anti-Fan Portfolio
Made just for those who can't stand Duolingo! Skip DUOL, embrace education tech giant TAL, content company Chegg, paired with defensive McDonald's and tech titans Microsoft and Google. Diversify risk, bet against the crowd, go all in with confidence!
Concert Economy Disco Combo
Focused on Live Nation (LYV) as the ticketing powerhouse, paired with content platforms like Spotify, Warner Music, Tencent Music, and complemented by AMC Theatres and MPU for comprehensive entertainment coverage — a lineup spanning the entire concert economy chain. Let your money groove to the beat in the capital market!
BYD Meme King Crew
Led by BYD, with Tesla, NIO, Li Auto, and XPeng all on board—everything from 'no trades after buying' to 'rocketing every day' in the EV circle is covered! Perfect for those who want to follow the hype without missing the next big winner.
GPU Cloud Service Rising Stars Portfolio
With CoreWeave at its core and a lineup including Nvidia, AMD, Broadcom, TSMC and other rising stars of the AI compute industry chain, this portfolio is laser-focused on GPU cloud services and AI infrastructure. One click lets you bet big on the 'faucets' of AI computing power and seize your chance in the AI gold rush!
Work 10 Years Less Portfolio
Tech giants + new energy + defensive consumer, seize the opportunities of the era—working 10 years fewer night shifts doesn't have to be a dream! Includes Microsoft, Apple, Google, Nvidia, Tesla, and McDonald's.
Happy Breakup, Musk
As Iron Man parts ways with the Wise King, the three giants of AI, electric vehicles, and cryptocurrency rise strongly
Five New Consumer Kings of HK Stocks
Pop Mart and Bloks join forces, paired with ANTA, CR Beverage, and ChaBaiDao, fully covering trendy collectibles, domestic brands, soft drinks, and new tea beverages. In the wave of new consumption, this is where young people's wallets go!
Download the RockFlow App to Explore More AI Portfolios
Try Bobby free for a limited time — generate AI portfolios in one sentence, execute with one tap.
Download App
© Rockalpha Limited. All Rights Reserved.
Rockalpha Limited is registered on the New Zealand Financial Service Providers Register(FSP: 1001454). Rockalpha Limited's Financial Service Providers registration can be verified on the Financial Service Providers Register. Rockalpha Limited is a member of the Insurance & Financial Services Ombudsman Scheme, an independent dispute resolution service provider. Rockalpha Limited is not licensed by a New Zealand regulator to provide the client money or property services, and Rockalpha Limited’s registration on the New Zealand register of financial service providers or membership of the Insurance & Financial Services Ombudsman Scheme does not mean that Rockalpha Limited is subject to active regulation or oversight by a New Zealand regulator.Rockalpha Limited is registered on the New Zealand Financial Service Providers Register(FSP: 1001454). Rockalpha Limited's Financial Service Providers registration can be verified on the Financial Service Providers Register. Rockalpha Limited is a member of the Insurance & Financial Services Ombudsman Scheme, an independent dispute resolution service provider.